How to use Line Items

Use Line Items to divide a receipt, bill or invoice between multiple nominal codes.

Note: this feature is only available on Business Plus & Premium products, Streamline & Optimize Partner products, and Extract and Business products for Canadian companies. Find out more about the different Receipt Bank products here.

How to use Line Items:

Access the Item Details page

Click 'Create Line Items'

Complete details to describe the different purchases on this paperwork. Use the calculator to ensure that the sum of your lines matches the total shown on the paperwork. Click 'Add New Line' to break the document down further. Click 'Done' to finish describing new lines

Click the 'Edit Line Items' button to change the details of an item's line items.

Note: If you want to include Line Items in CSV Exports, navigate to the 'Downloading items' section of the General tab of Account Settings and change the 'Receipts & Invoices' setting to 'Receipt Bank Default (Line Items).